Picking stocks past the earnings peak
Elfreda Jonker deep dives into three high-conviction ideas for the year ahead.
Pandora’s box: The ESG risks flying under the radar
In the first of three Livewire Expert Insights videos, Jessica Cairns talks about workforce structure – an ESG theme often missing from company management strategy documents.
Alphinity called out as Responsible Investment Leader
Alphinity has been included as a Responsible Investment Leader by the Responsible Investment Association Australasia in its landmark study.
COVID winners doubling up and changing the rules of the game
Alphinity explore a few lesser-known companies which are thriving through COVID by changing the rules of the game in their respective sectors.
The power of an active voice in Sustainable Investing
We believe that in order to be part of the solution towards long-term sustainable growth, one cannot do it silently.
A view from the high road: Looking back at FY21 and towards FY22
We look back at the major drivers of returns in FY21 and important trends for FY22.
Resmed: Tackling a large opportunity while capitalising on a competitor’s misstep
Philips’ global recall in sleep apnea masks presents a unique opportunity for Resmed to increase market share.
Alphabet (GOOGL US): Beyond Search
Alphabet is primarily known for the Google search box, but opportunities in AI, transport and healthcare make it a compelling investment.
Nike – The Greek goddess of victory (and innovation!)
Nike’s shift to direct and digital has been a resounding success, boosted by Covid-19. Nikki Thomas takes a closer look at the athletic powerhouse’s strategy.
